Triad Wealth Partners’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Triad Wealth Partners’s Portfolio EALT Stock Details EALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.82M	Buy	241,511 +48,162	+25%	+$1.75M	0.49%	36
2026 Q2	$7.01M	Buy	193,349 +87,619	+83%	+$3.09M	0.41%	43
2026 Q1	$3.55M	Buy	105,730 +41,748	+65%	+$1.47M	0.28%	70
2025 Q4	$2.26M	Buy	63,982 +10,885	+21%	+$381K	0.21%	82
2025 Q3	$1.83M	Buy	53,097 +25,041	+89%	+$841K	0.24%	72
2025 Q2	$914K	Buy	28,056 +13,846	+97%	+$432K	0.18%	94
2025 Q1	$437K	Buy	+14,210	New	+$459K	0.14%	115

Other funds holding EALT

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triad Wealth Partners's EALT Position: Q3 2026 in Review

Triad Wealth Partners increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 25% in Q3 2026, buying an estimated $1.75M and bringing the position to 241,511 shares worth $8.82M. The position accounts for 0.49% of the portfolio, ranked #36.

Triad Wealth Partners first reported a position in EALT in Q1 2025 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold EALT as of Q3 2026.

Triad Wealth Partners held 241,511 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $8.82M as of Q3 2026.
Triad Wealth Partners bought 48,162 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q3 2026, an estimated $1.75M.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.49% of Triad Wealth Partners's portfolio in Q3 2026, its #36 holding.
Triad Wealth Partners first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2025 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.